QUICK FUND SUMMARY
Sundaram Large and Mid Cap Fund Growth is an equity mutual fund managing assets worth ₹6,990.73 Cr. The current NAV is ₹91.42 as of Jul 10. It has delivered a 5-year CAGR of 13.12%. Investors can start with a minimum SIP amount of ₹100. The fund primarily holds HDFC Bank Ltd., Reliance Industries Ltd., ICICI Bank Ltd., State Bank of India and Bharti Airtel Ltd..
Sundaram Large and Mid Cap Fund Details
Fund Size Amount of money that is currently invested in this fund | ₹6,990.73 Cr |
Type | Equity: Large & Mid Cap |
Minimum Investment | ₹100 |
NAV (Jul 10) NAV or Net Assest Value is the price at which you can buy or sell the units of a Mutual Fund. Most Mutual Funds declare NAV for their schemes at the end of the working day | ₹91.42 |
Plan Type | Regular |
Launch Date It is the date when the fund was opened for investors for the first time | 27 Feb 2007 |
Lock in Period The period during which the units cannot be sold or redeemed by the investor. The Lock in period starts from the day the units have been allocated | 0 days |
Plan Option | Growth |
Expense Ratio The Asset Management Company(AMC) incurs many expenses for managing and running fund. These expenses are recovered by the AMC directly from the scheme and are called Expense Ratio | 2.52% |
Withdrawal Charge | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. |
Sundaram Large and Mid Cap Fund Holdings
Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.
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Sundaram Large and Mid Cap Fund Peer Comparison
Comparison of funds that belong to the same category, based on historical returns
| Funds | 1Y Returns | 3Y CAGR | 5Y CAGR |
|---|---|---|---|
 Sundaram Large and Mid Cap Fund | +6.75% | +15.16% | +13.12% |
 ICICI Prudential Large & Mid Cap Fund | +3.06% | +17.57% | +17.65% |
 HDFC Large and Mid Cap Fund | +1.02% | +15.67% | +15.99% |
 UTI Large & Mid Cap Fund | +2.59% | +17.48% | +15.41% |
Returns Calculator
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Returns That Could Have Been Yours
3 years ago, had you invested:
₹3,600
You could have made a profit of:
₹909
Your Total Value could have reached:
₹4,509
Sundaram Large and Mid Cap Fund Risk Indicator
The risk of the scheme is very high
As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance
FAQs on Sundaram Large and Mid Cap Fund
What is Sundaram Large and Mid Cap Fund?
Sundaram Large and Mid Cap Fund is a Growth Equity mutual fund managed by Sundaram Mutual Fund. It follows a Medium Value Momentum Quality investment strategy. The fund is rated 28/100 on the CRISP scale.
What is the current NAV of Sundaram Large and Mid Cap Fund?
The current NAV of Sundaram Large and Mid Cap Fund is ₹91.42 as of Jul 10.
How to invest in Sundaram Large and Mid Cap Fund on share.market?
You can invest in Sundaram Large and Mid Cap Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.
What is the minimum SIP amount for Sundaram Large and Mid Cap Fund?
The minimum SIP amount for Sundaram Large and Mid Cap Fund is ₹100.
What is the expense ratio of Sundaram Large and Mid Cap Fund?
The expense ratio of Sundaram Large and Mid Cap Fund is 2.52%.
What is the exit load of Sundaram Large and Mid Cap Fund?
Sundaram Large and Mid Cap Fund has an exit load as follows: for units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
What is the CRISP analysis of Sundaram Large and Mid Cap Fund?
Sundaram Large and Mid Cap Fund has a CRISP Score of 28/100, indicating Low consistency, relative risk within the acceptable range, investment style Medium on Value, Momentum, and Quality factors. CRISP stands for Consistency, Risk, and Investment Style of the Portfolio, helping evaluate fund performance quality and risk profile.
What are the tax implications of investing in Sundaram Large and Mid Cap Fund?
Short-term capital gains (STCG) on Sundaram Large and Mid Cap Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.
Disclaimer: Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.